Dropbox Sign + Marketo

Create signature requests in Dropbox Sign from new Marketo leads

Save time and streamline your lead management process with this efficient workflow. When you receive a new lead in Marketo, it will automatically send a signature request from a template in Dropbox Sign. This way, you can easily prepare and track documents for signing without having to manually transfer customer information between platforms.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Send Signature Request From Template
Sends a HelloSign template out for signature request.
ActionWrite

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Supported triggers and actions

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company IDRequired
Action
Write
- FolderRequired
- NameRequired
- Program Description
- Program typeRequired
- ChannelRequired
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search

- Company NameRequired
- External Company IDRequired
Action
Search or write
Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Trigger
Instant
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Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Trigger
Instant
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- TemplateRequired
- Is Your HelloSign API Plan Paid?
- Subject
- Message
- After Signing Redirect URL
- Title
- Metadata #1 Name
- Metadata #1 Value
- Metadata #2 Name
- Metadata #2 Value
Action
Write

- List
- Additional Fields
Trigger
Polling
Try It
- Zap Id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Trigger
Instant
Try It
- ListRequired
- LeadRequired
Action
Write
- Partition
Action
Write
- ProgramRequired
- Name
- Program Description
- Start Date
- End Date
- Cost: Amount
- Cost: Start Date (YYYY-MM-DD)
- Cost: Note
- Tag: Type
- Tag: Value
Action
Write
- Company NameRequired
Action
Search
- Field to searchRequired
- Search valueRequired
- Additional fields to retrieve
Action
Search
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write
Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Trigger
Instant
Try It
Signature Request Viewed
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Trigger
Instant
Try It
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Dropbox Sign

Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!